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Financials

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7 results found

  1. 🪲Bug/Issue with Markup calculation in Reports🪲

    I've stumbled across a bug where the markup calculation isn't able to generate because "Cost" and "Total/Revenue" are equal, despite cost being different in the estimate. After some research, the common denominator appears to be single line estimates where the Product has a UOM of "Item"

    4 votes

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  2. Organized Products & Services List when adding items to Financials

    Products & Services dropdown list when adding items to financials should be alphabetical, or at least organized in the same way every time.

    3 votes

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  3. Products & Service supplier details

    For the materials, it would be awesome to have all the details about the products, including the ability to add photos to the product itself (not just the estimate, so it can be reused);

    Adding vendor contact/ order info, including hyperlinks to their websites so ordering materials is much faster with a few clicks.

    Adding internal notes for anything else, like last updated pricing, Part Numbers or things you just don't want the client to see.

    2 votes

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  4. DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION

    Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

    6 votes

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  5. Bulk / Batch Edit Products & Services

    It would be helpful to be able to bulk/batch edit Products & Services, as well as the ability to download a CSV to edit and reimport.

    190 votes

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  6. Separate Products from Service, add variations with same unit of measure

    Be able to separate products from services to be able to select services from products. Also, have the ability to create a variation under existing product to specify different measurements for the same unit of measure. We have posts that are different lengths in feet.

    6 votes

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  7. Master Markup function to adjust pricing for all items at once.

    Today if we want to adjust our Profit Margin we have to click into every single item and adjust thousands of Markup percentages. It would be great to be able to adjust the entire catalog uniformly with one master entry.

    14 votes

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